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Public Storage

833 hedge funds and large institutions have $41.8B invested in Public Storage in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 294 increasing their positions, 264 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 68

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

23% more capital invested

Capital invested by funds: $34B → $41.8B (+$7.75B)

19% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $75.1M

11% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 264

4% more funds holding

Funds holding: 801833 (+32)

0.65% more ownership

Funds ownership: 79%79.65% (+0.65%)

Holders
833
Holders Change
+32
Holders Change %
+4%
% of All Funds
14.5%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
108
Increased
294
Reduced
264
Closed
68
Calls
$89.5M
Puts
$75.1M
Net Calls
+$14.4M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Clearstead Advisors
Ohio
$35K +$2.24K +8 +7%
DAC
752
Dividend Assets Capital
South Carolina
$33K
AWM
753
Avior Wealth Management
Nebraska
$33K +$280 +1 +0.9%
Nisa Investment Advisors
754
Nisa Investment Advisors
Missouri
$32.3K -$2.67M -9,505 -8%
CAL
755
Capital Analysts LLC
Pennsylvania
$30K +$28K +100 New
CCMW
756
Cypress Capital Management (Wyoming)
Wyoming
$29K
SSB
757
Sandy Spring Bank
Maryland
$29K +$27.5K +98 New
ST
758
Smithfield Trust
Pennsylvania
$28K
COCM
759
Charter Oak Capital Management
New Hampshire
$27K
ZB
760
Zions Bancorporation
Utah
$26K -$280 -1 -1%
SB
761
Strategic Blueprint
Georgia
$26K +$24.7K +88 New
TFIPS
762
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.1K +$22.4K +80 New
CFO
763
CVA Family Office
Colorado
$24K
EARNEST Partners
764
EARNEST Partners
Georgia
$24K
TH
765
TCTC Holdings
Texas
$24K
AWMS
766
Advocacy Wealth Management Services
Georgia
$24K +$22.7K +81 New
WAS
767
Winch Advisory Services
Wisconsin
$23K
TWA
768
TCI Wealth Advisors
Arizona
$23K +$1.68K +6 +8%
CT
769
Caldwell Trust
Florida
$22.6K
FFA
770
Freedman Financial Associates
Massachusetts
$22K
HNB
771
Huntington National Bank
Ohio
$20K +$15.7K +56 +560%
EBA
772
Eagle Bay Advisors
New York
$20K +$17.7K +63 New
1IA
773
1834 Investment Advisors
Wisconsin
$19K
CBT
774
CoreFirst Bank & Trust
Kansas
$18K
DWMG
775
DB Wealth Management Group
California
$18K

PSA Hedge Fund Activity: Q2 2021 in Review

833 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2021, worth a combined $41.8B — up 23% from $34B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PSA positions and 68 closed out — a net gain of 40 holders — while 294 added to existing stakes and 264 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $119M. The largest seller was Invesco, cutting an estimated $207M.

  • 833 institutional investors held Public Storage (PSA) as of Q2 2021, up from 801 in Q1 2021.
  • Funds reported $41.8B of Public Storage stock for Q2 2021, up 23% quarter-over-quarter.
  • 108 funds opened new Public Storage positions in Q2 2021 and 68 closed out, a net change of +40 holders.
  • The largest Public Storage buyer in Q2 2021 was Bank of Montreal, an estimated $119M added.
  • The largest Public Storage seller in Q2 2021 was Invesco, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.